The nuance here is that the dot-com bubble was defined by abundance — too many companies, too much capital, and too many competing investment ideas. Meanwhile AI, at least so far, offers a story of scarcity built almost entirely on a single company.

After Nvidia reports its second-quarter earnings this week, investors should keep a keen eye on another important AI chip stock.

The annual HotChips conference starts this Sunday, Aug. 24, in San Francisco. Nvidia is scheduled to present six sessions covering topics of interest to AI data center users and operators and will make several key announcements I’ll cover in this article. (Like most AI semiconductor-related companies, Nvidia is a client of Cambrian-AI Research.)

NVIDIA CEO Jensen Huang says that its new Blackwell Ultra GB300 AI server platform is in full-scale mass production, output is ramping up successfully.

The National Science Foundation and NVIDIA are investing $152 million in an open-source AI initiative led by Ai2, delivering reproducible AI models to accelerate scientific discovery and reshape enterprise IT strategies.

CoreWeave projects full-year revenue growth of 174% this year, as it is proving to be one of the fastest-growing AI stocks to buy right now. For investors, it could possess a lot of upsides, as it benefits from strong demand for Nvidia's chips and the ongoing need for greater computing capabilities as a result of AI.

NVIDIA Corporation (NASDAQ:NVDA) is one of the Must-Watch AI Stocks for Investors. On August 19, TD Cowen analyst Joshua Buchalter raised the price target on the stock to $235.00 (from $175.00)

In a rare interview, Foxconn execs reveal how their Houston projects with Apple and Nvidia will serve as a "training camp" for the next generation of America's AI workforce.

NVIDIA (NVDA) recently launched its Spectrum-XGS Ethernet, aimed at enhancing AI data center capabilities. This significant technological advancement possibly fueled the company's 36% price surge over the last quarter.